Consumer-goods orders fell 1.9%, with consumer durable goods orders falling 0.7% and non-durables down 2.2%.

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Outperforming sectors look to be financials, healthcare and possibly consumer non-durables which strangely have led the market.

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During the eighties, I saw this phenomenon in broadcasting, gaming casinos, natural resources, department stores, banking and finance as well as technology and consumer non-durables.

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Consumer non-durables and healthcare are underleveraged plays in an economic resurgence.

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As Europe stumbles into recession our multinational corporations must feel the heat from a declining euro and lessening revenues, particularly sectors like technology, consumer durables and non-durables and financial services like credit cards receivables, travel and entertainment.

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Even on the new figures, productivity growth in services, non-durables manufacturing and the rest collectively, the great bulk of the American economy still shows almost no cyclically adjusted improvement since 1995 (the change is actually just 0.05 percentage points).

ECONOMIST: Productivity on stilts